See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,128 | $78,275-33.4% | $109,143-52.2% | $86,799-39.9% |
| Participation rate | 44.2% | 73.8%-29.7pp | 75.9%-31.7pp | 72.3%-28.1pp |
| Annual return | 11.48% | 19.14%-7.7pp | 25.75%-14.3pp | 97.91%-86.4pp |
| Employer contribution / active EE | $1,174 | $3,105-62.2% | $3,722-68.5% | $2,405-51.2% |
| Participant deferral / active EE | $2,137 | $3,641-41.3% | $4,653-54.1% | $4,131-48.3% |
| Admin fee / account holder | $66 | $198-66.8% | $6,752-99.0% | $170-61.1% |